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Abundance Wealth Counselors’s McDonald's MCD Stock Holding History

Abundance Wealth Counselors’s Portfolio MCD Stock Details MCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,273
Closed -$315K – 150
2022
Q1 		$315K Buy
+1,273
New +$317K 0.09% 112
2021
Q2 		– Sell
-91
Closed -$20K – 231
2021
Q1 		$20K Buy
+91
New +$19.5K 0.01% 228

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Abundance Wealth Counselors's MCD Position: Q2 2022 in Review

Abundance Wealth Counselors sold out of McDonald's (MCD) in Q2 2022, closing a stake of 1,273 shares — an estimated $315K sold.

Abundance Wealth Counselors first reported a position in MCD in Q1 2021 and held it in 2 quarters. The position peaked at $315K in Q1 2022. 2,718 funds tracked by Wall St. Rank hold MCD as of Q2 2022.

  • Abundance Wealth Counselors reported no remaining McDonald's position as of Q2 2022 after selling out during the quarter.
  • Abundance Wealth Counselors sold 1,273 McDonald's shares in Q2 2022, an estimated $315K.
  • Abundance Wealth Counselors first reported a position in McDonald's in Q1 2021 and held it in 2 quarters.
  • Abundance Wealth Counselors's McDonald's position peaked at $315K in Q1 2022.
  • 2,718 funds tracked by Wall St. Rank held McDonald's as of Q2 2022.

Based on Abundance Wealth Counselors's 13F filing for Q2 2022, filed 5 Aug 2022.